Integration
Connect Cometly and DecisionVault
When New Contact fires in Cometly, your agent runs Get Contacts for Matter in DecisionVault, or New Event in DecisionVault to Send Event in Cometly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Cometly and DecisionVault to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Cometly and DecisionVault can do together
From Cometly to DecisionVault
When New Contact in Cometly
then Get Contacts for Matter in DecisionVault
From DecisionVault to Cometly
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Cometly and DecisionVault
Triggers and actions 3 triggers · 34 actions
- New Contact
Triggers when a new contact appears in Cometly.
- Attach Contact to Company
Attaches a Cometly contact to a company.
- Create Contact
Creates a contact in Cometly with an email address and optional name, phone and location.
- Delete Contact PII
Deletes a Cometly contact's personal data (privacy request).
- Delete Event
Deletes a Cometly conversion event.
- Detach Contact from Company
Removes the company from a Cometly contact.
- Find Contact by Email
Finds a Cometly contact by email address.
- Get Company
Returns one Cometly company by its ID.
- Get Contact
Returns one Cometly contact by its ID, with emails, names, phones and custom fields.
- Get Event
Returns one Cometly conversion event by its ID.
- List Companies
Returns a page of Cometly companies.
- List Contacts
Returns a page of Cometly contacts.
- List Events
Returns Cometly conversion events that happened between a start and end date.
- Send Event
Sends a conversion event (such as a purchase or lead) to Cometly for attribution, matched to a contact by email or tracking token.
- Update Company
Updates a Cometly company's name, domain or external ID.
- Update Contact
Updates a Cometly contact's email, name, phone or location.
- Update Event
Updates the revenue amount of a Cometly conversion event.
- New Event
Triggers when a new event happens in your firm, such as a client submitting a questionnaire.
- New Matter
Triggers when a new matter is created in your firm.
- Create Matter and Invite Clients
Creates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
- Get Answers for Matter
Returns the client's answers to custom questions on a matter, grouped by questionnaire page.
- Get Assets for Matter
Returns the assets the client entered on a matter.
- Get Clients for Matter
Returns the client(s) on a matter.
- Get Contacts for Matter
Returns the contacts on a matter.
- Get Document
Returns one uploaded document by ID, with its download link. Client documents carry document_request; financial documents carry fin_item and fin_category.
- Get Documents for Matter
Returns the documents the client uploaded to a matter.
- Get Event
Returns one event by ID.
- Get Financial Documents for Matter
Returns the financial documents the client uploaded during asset intake on a matter.
- Get Matter
Returns one matter by ID, including its questionnaire, main contact, spouse and representative.
- Get Meeting Templates for Matter
Returns the matter's meeting templates, filled with answers and role assignments.
- Get Questionnaire
Returns one questionnaire by ID.
- Get Roles for Matter
Returns the roles defined by the matter's questionnaire and the contacts assigned to each.
- Get User
Returns one user by ID.
- List Financial Categories
Returns the financial categories for your firm's questionnaires.
- List Matters
Returns the matters under your firm, with optional search and date filters.
- List Questionnaires
Returns the questionnaires under your firm.
- PreCreate Matter
Creates a matter and returns an invite link to send to the client.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Cometly
Cometly to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Cometly to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Cometly to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Cometly to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Cometly to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Cometly to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into DecisionVault
ActiveCampaign to DecisionVaultActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to DecisionVaultOrganize anything with Airtable, a modern database created for everyone.
Asana to DecisionVaultAsana is a collaborative information manager for workspace.
ClickUp to DecisionVaultClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to DecisionVaultBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to DecisionVaultCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Cometly and DecisionVault, answered
What can start an automation from Cometly?
Any of Cometly's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DecisionVault when something happens in Cometly?
Any of DecisionVault's 18 actions, including Create Matter and Invite Clients, Get Answers for Matter, Get Assets for Matter and Get Clients for Matter. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DecisionVault to Cometly?
Yes. When something happens in DecisionVault, your agent can act in Cometly too. This page covers both directions: DecisionVault's triggers and Cometly's actions are listed here as well.
Do I have to build a connector for Cometly or DecisionVault?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Cometly and DecisionVault without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.